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"CAM have provided a thoroughly professional and continuous assessment of where we and the family stand in our personal financial planning arrangements. Their management of our portfolio has minimized exposure to risk which is invaluable during these tough economic times."
Sir Ramsay Melhuish - Surrey
"I would like to thank you and everyone at Great Queen Street for all your help, advice and patience this year. You have been an enormous help to me and my family and have shown great sensitivity to our various needs. I hope that 2009 is a good one for you both personally and professionally and I hope the economic dramas of the past few months subside to allow optimism to creep back in our lives.
With many thanks and very best wishes"
Harry MacAuslan - Vice Chairman, Leo Burnett - London
"Capital gives a really first class service with excellent updates and leaves me with the strong impression that my money is well looked after. Choosing Capital to look after my portfolio was definitely the right choice to make."
David Beever - Chairman KPMG Corporate Finance - London
"Excellent personal service focused on goals and not just cold financial data."
Rev. Phillip Johnson, Sutton, Surrey
"CAM have always been helpful in fulfilling the needs of mine - in fairness the others were one dimensional on a single product as opposed to a whole solution."
Peter Austin, Newton Abbot, Devon
"CAM took an interest in my circumstances, gave clear explanations, was knowledgable, reassuring and inspired confidence".
Bill Haskins, London
"We have just found the overall experience extremely pragmatic and personal in dealing with our current circumstances, whilst outlining the short, medium and long terms initiatives that we have to participate towrds in order to maximise the returns on our portfolio."
Stephen Harvey, Twyford, Berkshire
"Good financial planning, good quality reviews geared to my circumstances, clear communication, timely responses, knowledgeable about retirement planning and pensions."
Susan Dixon, Rotherham, South Yorshire
Cam provide Trust - so there is no point going elsewhere & risking dodgy dealings.
Judy Harman, London
Friendly approachable service. Concern to get it right.
John Rourke, Addlestone, Surrey
CAM offer a friendly professional service
Robert G Stone, Soutend on Sea, Essex
They provide good unbiased advice from trustworthy professionals
Michael Perry, London
They are helpful and straight forward to deal with.
Ian Walker, Southampton
Give independant and relevant advice.
Leon Butler, Beckenham, Kent
CAM listen to requirements and dont hard sell
Howard Cheetham, East Horsley, Surrey
They have been good at advising on industry developments
Niko Salthouse, Twickenham, Middx
CAM are good communicators
Tim Pluck, London
I am satisfied that they have done their best to ensure that our investments are well administered and have advised us when actions need to be taken. They have examined our risk strategy and I have confidence that they will advise us of any adjustments to our portfolio that need to be made. Our experience with other IFA's is limited, but from my dealings with Capital Asset Management I believe them to be a sound progressive organization.
Ian Walker, Southampton
Instead of starting by telling my wife and I how the world looks from an IFA's point of view, Capital Asset Management first try to understand my and my wife's attitude to life and tailor their advice accordingly
Nick Curwin, Hurstpierpoint, West Sussex
CAM listen to your requirements/situation and carefully tailor solutions without over selling
Howard Cheetham, East Horsley, Surrey
Alan Smith has always been very personal, approachable, and has answered my questions fully and respectfully with a level of information that he judges I can understand. I have too little knowledge of the financial world to assess his specialist competence, but he always gives me the impression of being fully 'on the ball', and it would not surprise me if I learned that he was one of the best in the business. I would happily recommend him to others.
Chris Bowers, Ringmer, East Sussex
We fould ourselves swamped in so many different pension portfolios, ISA's, endowments, etc. CAM demonstrated a much cleaner and tax efficient way of consolidating the entire investment portfolio in to a consoldiate WRAP Fund that gives us much tighter control across the various investment funds recommended. We also have the flexibility to continually add to the fund in order to increase the value of the portfolio in line with the long term returns we wish to make. –
Stephen Harvey, Twyford, Berkshire
They gave me excellent advice regarding my pension investment and they were absolutely unbiased.
Jeanette Newman, London
They have advised and service my account very well despite the turmoil in the Financial Markets
Roelof Horst, East Horsley, Surrey
CAM have helped me enormously with key financial decisions such as pension arrangements as well as introducing me to specialists in areas such as tax planning.
Michael Perry, London
Dealing with Capital Asset Management gave me confidence not only in their approach to the matters which I have needed to discuss but also offering advice and suggestions that I had never considered - in my dealings with Capital Asset Management they made me feel that I was their only Client
Martin Evanson, London
CAM have helped me transition from high earning wage slave to less high earning fulfilled sole trader by being flexible with their recommendations. –
Stephanie Gaterell, Boughton, Northants
CAM looked at my situation and revamped my portfolio and investment programme completely. CAM made our life simpler and more secure with little or no volitility even in today's fluctuating market place. We have a broad based portfolio which smoothe out the vaguries of the market place. We are making more money than we are withdrawing.
Alan Withey, Limassol
I enjoy my relationship with CAM very much, they make an "important but dull" part of my life interesting and engaging. They listen well to my needs and provide me with an honest and realistic solution. They really do understand the value of the "bigger picture" and have helped me to plan the life I want.
Harry MacAuslan, London
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